At Finley & Associates we spark collaborative results, transforming organizations and their leaders. Our approach is strategic, candid, and empowering, leading to lasting and positive impact. We define and develop a clear path to organizational excellence, which our clients have come to depend on. 

Our services: 

Family Office
• Family charter and values
• Policy development
• Governance structure
• Strategy planning
• Business skills development
• Education plan development
• Succession planning
• Intergenerational training
• Foundations and philanthropic strategy planning
• Board administration (preparing Board meeting documents, note-taking at Board meetings, securing retention of all relevant records,and liaising between the Board and its members)
• Board facilitation 
• Board member development

Strategic & Business Planning
• Renewing strategic direction
• Annual planning
• Performance measurement and monitoring
• Stakeholder engagement and segmentation
• Market planning and organization
• Planning process support
• Competitive benchmarking

Governance
• Board Performance Evaluations (individual Director Assessments and Board Evaluations)
• Secretariat – including executive functions (preparing Board meeting documents, note-taking at Board meetings, securing retention of all relevant records, and liaising between the Board and its members)
• Leadership Essentials for High Performing Boards: Governance 
• Best Practices Audits

Leadership Development
• Coaching and mentoring
• Employee engagement and training
• CEO evaluations and development work
• Effectiveness reviews

For more information please check out our website & Facebook page:
www.finleyandassociates.com
www.facebook.com/finleyandassociates

Business Development

Consulting

Professional Services

Finley & Associates Ltd.

Finley & Associates Ltd.'s headquarters in Calgary, Canada

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